Level Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Level Financial Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-597	Closed	-$19.1K	–	134
2023 Q4	$19.1K	Hold	597	–	–	0.01%	162
2023 Q3	$18.1K	Hold	597	–	–	0.01%	154
2023 Q2	$18.9K	Hold	597	–	–	0.01%	151
2023 Q1	$18.8K	Buy	597 +183	+44%	+$5.8K	0.01%	138
2022 Q4	$12K	Sell	414 -3,370	-89%	-$98.8K	0.01%	154
2022 Q3	$105K	Buy	3,784 +2,577	+214%	+$80.4K	0.08%	67
2022 Q2	$39K	Buy	1,207 +1,143	+1,786%	+$38.8K	0.03%	118
2022 Q1	$2K	Hold	64	–	–	﹤0.01%	207
2021 Q4	$3K	Buy	+64	New	+$2.64K	﹤0.01%	225

Other funds holding ESGE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return